Strategic Wealth Partners, Ltd. J P Morgan Exchange Traded Fd Transaction History
Strategic Wealth Partners, Ltd.
- $892 Million
- Q1 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 78,178 shares of JEPI stock, worth $4.63 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
78,178
Previous 77,394
1.01%
Holding current value
$4.63 Million
Previous $4.26 Million
6.3%
% of portfolio
0.51%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,133Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.26 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.67 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$749 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$420 Million0.14% of portfolio